Independent Financial Adviser – Leeds

About the role

We are seeking an Independent Financial Adviser to join a leading UK‑wide wealth management firm in Leeds. You will work primarily from home with optional office access, supporting high‑net‑worth clients across the region.

Key responsibilities

• Manage an existing book of high‑net‑worth clients.
• Assess clients’ current and future financial goals and develop clear, tailored strategies.
• Provide advice that guides clients toward financial independence.
• Conduct face‑to‑face meetings while working primarily from home or remotely, with optional office access.

Required profile

• Level 4 Diploma in Financial Advice (or equivalent).
• Professional qualifications such as CAS and SPS.
• Strong knowledge of financial planning and wealth management.
• Experience delivering client‑facing financial advice to high‑net‑worth individuals.

Required skills

What we offer

• Competitive salary up to £75,000 (DOE) with an OTE potential of £100,000+.
• Generous bonus scheme and comprehensive benefits package.
• Hybrid working model – remote base with access to regional offices.
• Full back‑office, admin and paraplanning support.
• Opportunities for client‑base development, ongoing learning and a potential practice buy‑out on exit.